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Account Information

This section summarizes key attributes of your IB account.

Note: This section appears in the Default Statement and Legacy Full Default Statement.

Field Description
Name Account name
Account Alias Account alias, if there is one
Account ID Account number (ID)
Account Type

One of the following IB account types:

  • Individual (Single)
  • Institution Master
  • Institution Client
  • Advisor Master
  • Advisor Client
  • Broker Master
  • Broker Client
  • Fund Advisor
    (also known as Fund Investment Manager)
Customer Type

One of the following IB customer types:

  • Individual
  • Joint
  • Trust
  • IRA
  • Corporate
  • Partnership
  • Limited Liability Corporation
  • Unincorporated Business
  • IRA Traditional Rollover
  • IRA Traditional New
  • IRA Traditional Inherited
  • IRA Roth New
  • IRA Roth Inherited
  • IRA SEP New
  • IRA SEP Inherited
Account Capabilities

The type of account (cash or margin). One of the following:

  • Cash
  • Margin
  • Portfolio Margin
Trading Permissions

The name of the asset class in which you had transactions:

  • Stocks
  • Equity and Index Options
  • Mutual Funds
  • Futures
  • Cash Forex
  • Bonds
  • CFDs
  • IBG Notes
  • Warrants
  • US Treasury Bills
  • Futures Options
  • Single-Stock Futures
Base Currency The base currency of your account.